How to Set Reminder Emails for Your Forms

June 22, 2023

You can use reminder emails to send yourself or a colleague daily, weekly or monthly reminder emails, so you or your colleague won’t forget to fill out a form.

Are you planning a long-term project? Then let’s get familiar with reminder emails that will help you organize and keep track of your project.

A reminder email is a way for you to share your forms with your customers and/or team members on given terms regarding period, time of arrival, calendar options, and end or no-end date.

How to Set Up a Reminder Email

  1. Go to the Publish tab.
  2. Click Email on the left.
  3. Select the Schedule a Reminder Email option.
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If you don’t have a reminder email set up, you will be greeted by three tabs:

Email

In the Email tab, Here you will have the option to set the Email Subject and Email Content.

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Note that you cannot change the styling of the form link button and/or add additional URLs to the body due to spam limitations.

Recipients

In the Recipients tab, you can provide the address of where to send the email.

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You can also set the Sender Name and Reply-to Email address here.

Schedule

The Schedule tab gives you options of when you send your reminder emails.

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  • Repeats – how often you want to send a reminder email (daily, weekly, or monthly).
  • Send Date – the date you’d like to send your reminder email. Send date gives you different options for each period (Repeats) option. For example, you may select to send emails only on the weekdays on the Daily period options. Or, on the Monthly period, you may select the first workday of the month, last Friday of the month, etc.
  • Send Time – the time you’d like to send the reminder email. You may select any hourly option.
  • Timezone – the default timezone is set in reference to your account settings.
  • Start and End Date – the date of when to start and end the email reminder.

Once you are done with setting up your reminder email, click on the Save button and you’re all set.

Managing Your Reminder Emails

If you have any reminder emails set for your form, you will be welcomed by a panel that will list the reminder emails, their schedule information, and ways to create, edit or delete them.

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If you have any further questions regarding this feature, feel free to hit us up at our Support Forums any time you want!

Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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